SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$747M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$3.78M
3
+$3.77M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.76M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$3.76M

Top Sells

1
+$645K
2
+$441K
3
+$396K
4
NXPI icon
NXP Semiconductors
NXPI
+$329K
5
LRCX icon
Lam Research
LRCX
+$278K

Sector Composition

1 Materials 3.95%
2 Technology 2.81%
3 Financials 1.49%
4 Healthcare 1.47%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-1,363
277
– –
-1,356
278
– –
-1,181
279
– –
-550
280
– –
-16,213
281
– –
-406
282
– –
-21,008
283
– –
-19
284
– –
-77
285
– –
-52
286
– –
-46
287
– –
-48
288
– –
-58
289
– –
-11,940
290
– –
-5,230
291
– –
-3,651
292
– –
-57
293
– –
-2,610
294
– –
-477
295
– –
-1,810
296
– –
-1,297
297
– –
-1,225
298
– –
-8
299
– –
-8
8 9 10 11
12